RWP
IBHK

Reliant Wealth Planning’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Reliant Wealth Planning’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Hold
10,067
– – 0.07% 53
2026
Q1 		$256K Hold
10,067
– – 0.08% 47
2025
Q4 		$260K Buy
10,067
+2,363
+31% +$61.1K 0.08% 47
2025
Q3 		$201K Buy
+7,704
New +$199K 0.07% 49

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Reliant Wealth Planning's IBHK Position: Q2 2026 in Review

Reliant Wealth Planning held its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) position steady in Q2 2026 at 10,067 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #53.

Reliant Wealth Planning first reported a position in IBHK in Q3 2025 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Reliant Wealth Planning held 10,067 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $259K as of Q2 2026.
  • Reliant Wealth Planning left its iShares iBonds 2031 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.07% of Reliant Wealth Planning's portfolio in Q2 2026, its #53 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Reliant Wealth Planning's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $260K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.